David Dugan is a CFP® with 23 years of industry experience, currently serving at Financial Perspectives in Minneapolis, MN. He has worked at Purshe Kaplan Sterling Investments since 2013 and has been with Financial Perspectives since 2005. Dugan is also a 33% owner of FP Tax & Accounting, LLC dba Dugan & Company, a tax preparation firm separate from his advisory work. Financial Perspectives provides investment advisory, financial planning, retirement plan consulting, and access to independent third-party managers to individuals, trusts, businesses, profit-sharing plans, and charitable organizations. The firm manages approximately $1.00 billion in assets and operates through a multi-team advisory model.

Justin Halverson is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 credential and has worked at Great Waters Financial and its affiliated firms since 2012, including Advisornet Wealth Management from 2015 to 2022. Halverson also provides financial education through seminars as a trainer. Great Waters Financial serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and provides additional services such as tax preparation and retirement-plan rollover advice.

Anders Haugen is a financial advisor at Lifelong Wealth Advisors, Inc. with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. Haugen previously worked at AdvisorNet Wealth Partners and Cetera Advisor Networks. He serves on the finance committee of the Center for Victims of Torture, where he is involved in risk assumption monitoring, investment review, and budget planning. Lifelong Wealth Advisors provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, and profit-sharing plans. The firm employs a consultative, team-based approach to tailor asset allocation and portfolio construction according to each client’s risk tolerance, time horizon, and liquidity needs.

Austin Mandelkow is a financial advisor with Financial Perspectives in Minneapolis, holding CFP® and Series 65 credentials and seven years of industry experience. He has worked at Financial Perspectives since 2018 and has prior experience at Inn on Lake Superior and Dunham's Sporting Goods. In addition to his advisory role, he is a commissioned notary public and assists with tax preparation through an affiliated accounting practice. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, providing investment advisory and financial planning services. The firm offers portfolio management, uses account aggregation tools for consolidated reporting, and considers factors such as cryptocurrency and ESG exposure upon client request.

Maxwell Nygren is a Series 65-licensed advisor with Tailwinds Wealth, LLC, based in Vadnais Heights, MN. He has been with Tailwinds Wealth since 2026 and spent ten years at Substance Church prior to joining the firm. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, individualized Investment Policy Statements, and stand-alone financial planning and consulting services. The firm uses a combination of analysis techniques and implements strategies across various asset classes, often employing third-party managers and model portfolios.

Donald Phillips is a Certified Financial Planner® with over 40 years of industry experience. He serves as CEO and lead advisor at Greater Midwest Financial Group, LLC, where he has worked since 2023. Prior to that, he held advisory roles at Kestra Advisory and Kestra Investment Services for over a decade. Outside of financial advising, he is involved in real estate ownership and partnership ventures. Greater Midwest Financial Group, LLC offers financial planning, investment management, and retirement consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $589 million in assets for 678 clients and employs a multi-disciplinary investment approach overseen by an internal committee, utilizing a range of investment vehicles including mutual funds, ETFs, and independent managers.

James Ronn is a Certified Financial Planner (CFP®) with over 30 years of industry experience. He is currently with Greater Midwest Financial Group, LLC and has held roles with Kestra Advisory and Kestra Investment Services since 2015. Outside of his advisory work, he is co-owner of a real estate business. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and businesses. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and behavioral analyses, supported by an internal investment committee overseeing its asset allocation models.

Matthew Hentges is a financial advisor with Great Waters Financial, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Great Waters Financial, he worked in public education at several school districts from 2016 to 2023. He also serves as a licensed insurance agent. Great Waters Financial serves a diverse client base including individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm offers portfolio management and financial planning services using a combination of fundamental and technical analysis, with specialized planning options and an insurance agency license unique among many peers.

Sean Mcdermott is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has been with Summit Investment Advisory Services since 2000 and holds a Series 63 license. Outside of his advisory role, he is an author of financial planning books and frequently speaks at workshops and conferences on Social Security topics. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm combines fundamental, technical, quantitative analysis, and modern portfolio theory in its investment approach, serving clients through proprietary managed accounts and LPL Financial–sponsored advisory programs.

Jennifer Lachinski is a Series 66-credentialed advisor with Financial Perspectives in Minneapolis, MN, where she has worked since 2005. She has 15 years of industry experience, including a role at Purshe Kaplan Sterling Investments since 2013. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations, managing approximately $1 billion in assets. The firm uses a multi-team advisory model and offers tailored portfolio management with access to independent third-party managers and a range of custodial and technology platforms.

Kameron Richter is a financial advisor at Valtinson Bruner Financial Planning with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera Wealth Services and Pruco Securities. Richter also operates as an insurance agent through a sole proprietorship. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation using mean-variance optimization, managing portfolios on a discretionary basis with various strategies including options and margin.

Megan Nadeau is a financial advisor at Tailwinds Wealth, LLC with nine years of industry experience. She holds a Series 65 designation and has previously worked at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to her advisory role, she is also engaged in insurance sales in New Hope, Minnesota. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a range of analytical techniques and investment strategies across various asset classes while offering standalone financial planning and consulting services.

Timothy Lo Stracco is a CFP® with four years of industry experience, currently advising at Great Waters Financial in Shoreview, MN. Prior to joining Great Waters Financial, he held roles at Foothills Financial Planning and worked in transportation at the University of Arizona. Great Waters Financial serves a diverse client base including individuals, trusts, charitable organizations, and business entities, managing over $1.2 billion with a team of 23 advisors. The firm offers tiered financial planning and portfolio management services that integrate fundamental and technical analysis across a range of investment vehicles.

Molly La Fleche is a CFP® and ChFC® with 20 years of experience in financial services. She is currently with FPNavigators, a team firm based in Maple Grove, MN, and has previously worked at Northwestern Mutual and LPL Financial. FPNavigators provides investment management and comprehensive financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm uses Modern Portfolio Theory and both fundamental and technical analysis to build diversified portfolios and offers retirement plan advisory services, including acting in multiple ERISA fiduciary roles.

Steven Ohm is a financial advisor at Lifelong Wealth Advisors, Inc. with 32 years of industry experience. He has worked at Lifelong Wealth Advisors since 1998, with a period at AdvisorNet Wealth Partners from 2019 to 2024. Ohm holds a Series 63 designation and serves as Vice President of Lifelong Wealth, Inc., a fixed insurance business specializing in life, disability, annuities, and long-term care. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, consulting, and discretionary investment and wealth management services. The firm employs a team-based, consultative approach that tailors portfolio construction to client-specific risk tolerance and goals, utilizing model portfolios, independent managers, and discretionary trade implementation.

Jack Schwartz is an investment advisor at Summit Investment Advisory Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial and Ecolab. Schwartz’s professional background also includes roles in investment advisory and registered representative capacities. Summit Investment Advisory Services offers portfolio management and financial planning to individual and high-net-worth clients, utilizing various analytical approaches and a mix of discretionary and non-discretionary account management. The firm operates a hybrid model with advisors serving as registered representatives, participates in multiple LPL Financial advisory programs, and provides services documented through Investment Policy Statements.

Karen Stay is a financial advisor at Kure Advisory, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including CG Advisory Services, Geneos Wealth Management Inc., WFG Investments, Inc., and Income Planning Group, LLC. Stay has been with Kure Advisory since 2021. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using various asset classes and maintains coordinated relationships with tax and estate specialists.

Nathan Kimle is a financial advisor at Greater Midwest Financial Group, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Nuveen Asset Management LLC and Northwest Wealth Management, LLC. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment approach combining fundamental, technical, cyclical, and behavioral analysis, overseen by an internal investment committee, and manages approximately $589 million in assets for 678 clients.

Matthew Schwartz is a CFP® with 15 years of experience in financial advising. He is currently with Great Waters Financial, where he has worked since 2017, previously holding roles at AdvisorNet Wealth Management and Ameriprise Financial Services. Outside of finance, he owns a floral design business called Ink & Ivy Designs and provides financial education seminars through Great Waters Financial. Great Waters Financial serves a broad client base including individuals, business entities, trusts, and charitable organizations, managing over $1.2 billion across more than 1,600 relationships. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, employing both fundamental and technical analysis in their investment approach.

Donald Schroeder is a Series 65-licensed financial advisor at Greater Midwest Financial Group, LLC with one year of industry experience. Prior to joining Greater Midwest, he worked at CBRE and U.S. Bank. Greater Midwest Financial Group serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $589 million in assets for 678 clients. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and behavioral analysis with Modern Portfolio Theory-based asset allocation, overseen by an internal investment committee.